JonPaulsen- Financial Advisor Farmington, UT

Home > Financial Advisor Directory > utah > farmington

About Jon Paulsen

Premier Financial Planning is part of a group of Registered Investment Advisors with decades of experience in the financial services industry. We believe in low-cost, diversified investing using a combination of ETFs, mutual funds, stocks, private placement bonds, and other alternative investment vehicles. We also believe that an advisor should be there for you whenever you have questions or concerns about the financial industry and how it might affect your money.

See Disclosures

General Information

Firm Start Year

2022

No. of Employees

CRD#

5534292

Firm CRD#

153666

Name of Custodial Firm

Charles Schwab

States Licensed in

Utah

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Fidelity Investments 2008 - 2010 Zions Bank 2012 - 2022 Premier Financial Planning 2022 - Present

Work with the following types of clients

Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

English

Advisory Services Provided

Financial Planning for Businesses, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Financial Planning for Individuals

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFA^®

Securities Licenses

Series 65

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability

Firm Information

Firm's Number of Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$1,500,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Assets Managed by Advisor

$5,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Fee % Based on Assets

1.00%

Hourly Rate

$150

Additional Details on Charges

Asset based fee tiered for higher dollar accounts

Minimum Fee Charged for Managed Accounts

$1,000

Minimum Fee Charged for Hourly Planning Accounts

$150

Education

Bachelor's - Finance

Weber State University
08/20/2004 -4/30/2008

MBA - Finance

Brigham Young University
08/20/2010 -04/20/2012

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891422/paladinregistry-Premier-Financial-Planning-detailed-disclosure.html

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Jon Paulsen

Premier Financial Planning